Lawood & Co Investment Activity Analysis - Q2 2026

Investment Activity Overview

This analysis examines Lawood & Co's investment activities during the second quarter of 2026, based on their Form 13F filing.

Purchases and Significant Increases

In Q2 2026, Lawood & Co demonstrated a strong focus on expanding or maintaining positions in exchange-traded funds (ETFs). The most notable purchase was the acquisition of JP Morgan Core Plus ETF (JCPB), where they increased their holdings by an impressive +100% compared to the previous quarter. This suggests renewed confidence in this fund, which can be explored further at JP Morgan Core Plus ETF.

Another significant action was increasing their stake in Dimensional ETF Trust (DFAX) by +100%, indicating substantial commitment to this fund as well. Dimensional ETF Trust represents another core holding for the firm.

Additionally, Lawood & Co boosted their position in T Rowe Price ETF Inc (TBUX) by +18.84%. This can be investigated at T ROWE PRICE ETF INC. Their portfolio also saw additions to Dimensional ETF Trust - Dimensional Fund (DFIC), increasing it by +100%, and Vanguard Index Funds (VO) with a +266.43% increase, detailed at VANGUARD INDEX FDS.

Sales and Significant Decreases

Conversely, Lawood & Co reduced their exposure in several equities during Q2 2026. Corning Inc (GLW) experienced a -12.35% decrease in holdings, representing one of the largest reductions for the quarter. This can be analyzed further at CORNING INC.

JPMorgan (JQUA) also saw a significant reduction with an 18,380 share decrease (-3.22%). Further notable decreases occurred in Caterpillar Inc (CAT), JNJ, Microsoft Corp (MSFT), and Intel Corp (INTC). The firm also completely exited positions in Exxon Mobil Corp (OLD) (XOM), reduced holdings of Cisco Systems Inc (CSCO) by -1.8%, decreased United Parcel Service Inc (UPS) by -16.9%, and scaled back Honeywell Intl Inc (HON) which saw an 89% increase but overall reduction.

For more details on these specific holdings, please refer to the individual stock pages: JPMORGAN, CATERPILLAR INC, MICROSOFT CORP, and INTEL CORP.

Portfolio Structure Changes

The changes observed in Q2 2026 resulted in Lawood & Co's portfolio structure evolving slightly. Their largest position, JP Morgan Core Plus ETF (JCPB), remained unchanged at +100% increase but held its allocation steady at approximately 9.3%. Dimensional ETF Trust (DFAX) also maintained a stable weight despite the increase.

Corning Inc's (GLW) allocation decreased from about 6.59% to roughly 4.82%, while JPMorgan (JQUA)'s allocation dropped from ~5.71% down to ~5.30%. Other changes included a slight reduction in Vanguadard ETF Trust (VOO), though specific data for that fund wasn't provided in the changed holdings list.

Overall, Lawood & Co's portfolio saw 95 distinct holdings during this quarter, with their largest position concentrated in JP Morgan Core Plus ETF. The top five holdings accounted for approximately 30.33% of the total value as of June 30th, 2026.

Conclusion

In summary, Lawood & Co's Q2 2026 filing shows a mixed strategy: significantly increasing positions in three Dimensional ETFs and one JP Morgan fund (JCPB), while reducing stakes across several large-cap US stocks. For detailed analysis of Lawood & Co's holdings, please visit Lawood & Co.